Atlas Technology Group LLC

Broker-DealerFINRA MemberEst. 2010
Total AUM
—
Advisory reps
27
Avg account
$0

Firm details

Headquarters
Menlo Park, California
CRD number
152828
Registered since
October 19, 2010

Firm profile

FINTRX

Overview

Atlas Technology Group LLC is organized as a limited liability company and shows SEC registration beginning in 2010. FINTRX classifies the firm as an investment bank and lists an individual as the owner type. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. Public disclosures in the dataset do not enumerate the firm’s advisory activities, fee schedule, or client mix; several standard adviser attributes are marked negative (not a multi-state adviser, not a newly formed adviser, not a pension consultant, and no related adviser designation). That combination of sparse public detail and its “investment bank” classification suggests the entity operates outside the typical asset-gathering RIA model, at least in the records provided.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 27
  • Alan Churchill Lewis

    Alan Churchill Lewis

    Managing DirectorCRD 1161882

  • Gregory Roth

    Gregory Roth

    Managing DirectorCRD 1621596

  • Louis Draper

    Louis Draper

    Managing DirectorCRD 1983136

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Menlo Park, CA

San Mateo

Location

Menlo Park, CA

Headquartered in Menlo Park, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Mateo
Address
1300 El Camino Real
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth